Financial planning for the life you want.
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Your Growth Comes First. Our Success Follows.
At Glen Elgin, we believe investment advice should be earned, not guaranteed. That’s why our performance-based model means we only receive a fee when your portfolio delivers a profit. It’s a transparent approach that aligns our incentives with yours and keeps the focus where it belongs — on growing your wealth.
We're invested in your success.
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Growth focused financial guidance.
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No commissions or hidden incentives.
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Objective advice you can trust.
Objective advice you can trust
Guidance from a professional, tailor made strategy to suit your needs.
- Financial planning from experts.
- We only take commissions, from profit, if you make profit.
- Average portfolio return 2024/25 - 20.42%.
Personalized for you
A financial roadmap designed just for you.
- It guides your way and adapts as your life changes.
- Guided steps, regular check-ins, and messaging keep you on track.
- Your own secure dashboard to track your money and see your progress.
Planning for all parts of your life
Big-picture planning that gets you and your goals.
- More than retirement, your membership covers a full range of planning.
- Big goals, like investments, saving for a home, a car, and school.
- Smaller goals too, like trips, regular nights out, and tax planning.
Let’s update your roadmap and see how soon we can get you into a new home!
I would like to sell my condo and move into a house, what is my best path forward?
Meet some of the people we’ve helped along the way.
See how Glen Elgin helps 24,000+ members turn their goals into reality.
Real Glen Elgin member
Colby
“Before Glen Elgin it almost felt like I worked for my money and now my money works for me.”
Greater financial security allows her to pursue her passions for philanthropy and charity.
Real Glen Elgin member
Jonathan
“With Glen Elgin, its been such a relief for me that I want to tell everyone and get everyone on board.”
Has less anxiety around money and was able to travel for the first time.
Glen Elgin provides unrivalled access to the pre-IPO, IPO, and secondary markets through the extensive expertise of its senior team and funding partners, who collectively bring more than 100 years of experience in venture capital and private market investing.
What truly sets Glen Elgin apart is its client-first business model. Our fees are performance-based, meaning you only pay if you make a profit. Our success is directly aligned with yours.
Every investment opportunity we recommend undergoes rigorous research, due diligence, and multiple layers of analysis before it reaches our clients. We are committed to providing carefully selected opportunities with the highest potential to deliver strong returns, giving you confidence that every recommendation is backed by thorough evaluation and disciplined investment expertise.
We’re here for all of life’s moments big and small.
(It’s more than just retirement. Much more.)
New baby on the way
Susan & Vi, mid 30’s
- Have the right amount saved in an emergency fund so they’re prepared for life’s surprises.
- Have a solid handle on their cashflow and debt to balance life’s multiple financial priorities.
Save For Education
Shante, late 30’s
- Started their education savings plan early so their money has more time to grow through investing and compound interest.
- Received guidance on 529 plans and exactly how much to save every month.
Buy the dream home
Bianca & Manuel, early 40’s
- Kicked off a down payment savings plan for their forever home.
- Worked with their planner to determine the right homeowners insurance.
Finally go on holiday
Jill, late 40’s
- Paid down debts to finally take the guilt-free vacation she’s been waiting for.
- Her personalized financial roadmap includes at least one vacation a year.
Early retirement
Vanessa & Tom, early 50’s
- Started planning their ideal retirement scenario with their CFP® professional early to minimize taxes and have the spending money they wanted.
- When their life, needs, or goals change, their roadmap gets an update.
Not current members, for illustrative purposes only.
Hear from industry experts.
Ramit Sethi is not a member of Glen Elgin, and has an incentive to endorse Glen Elgin as he has an ongoing fee based contract for cash compensation based on this endorsement. All opinions are his own and not a guarantee of a similar outcome. Tyler Gardner is not a member of Glen Elgin, and has an incentive to endorse Glen Elgin as he has an ongoing fee based contract for cash compensation, as well as a percentage of equity in Glen Elgin, based on this endorsement. All opinions are his own and not a guarantee of a similar outcome.
Services
Helping you with all your life goals, and everything your money touches.
Tax filing*
- Expert tax prep and filing
- Personalized tax-saving opportunities
- Single dashboard for finances and taxes
- Guaranteed accuracy and maximum refund†
Tax planning*
- Tax reduction strategy
- Tax-efficient education savings
- Last year’s tax return missed opportunity analysis
- Personalized Roth conversion & more
Investing*
- Goal-aligned investment strategy
- Risk assessment
- Tax loss harvesting
- Employer plan portfolio guidance (401k, HSA, etc.)
Retirement & life
- Goal and income assessment
- Savings and investment planning
- Tax-advantaged contributions & withdrawals
- Ongoing planning pre and post-retirement
Estate planning**
- Estate planning education and guidance
- Full suite of state-optimized documents
- Last will & testament
Family planning
- Having a baby
- Marriage
- Divorce
- Caring for aging parents
- Making a big purchase
*Glen Elgin’s services vary depending upon the chosen service level.
**Estate Planning services provided by wealth.com, the fee is non-refundable and covers their services. Glen Elgin is not an attorney and does not provide tax or legal advice or directly prepare legal documents. Tax laws and regulations are complex and subject to change. Consult with an attorney or tax professional regarding your specific situation. Wealth.com is a separate membership service that automatically renews for Complete members as part of your Glen Elgin membership renewal. For Core and Plus members, Wealth.com automatically renews for a $150 annual fee unless this service is canceled prior to renewal.
The life you want starts now. See how good it can get with Glen Elgin as your financial guide.